4 hedge funds and family offices disclose a SN position in their latest SEC 13F filing — combined $65.1M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Mason Hawkins | Southeastern Asset Management, Inc. | 250,666 | $26.5M | 1.31% | 2026-03-31 |
| 2 | Ray Dalio | Bridgewater Associates LP | 210,232 | $22.3M | 0.10% | 2026-03-31 |
| 3 | Daniel Loeb | Third Point LLC | 130,509 | $13.8M | 0.66% | 2026-03-31 |
| 4 | Lee Ainslie | Maverick Capital Ltd | 22,474 | $2.5M | 0.03% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold SN. The largest disclosed position is Mason Hawkins at $26.5M (1.3% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying SN, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
4 hedge funds and family offices disclose a SN position in their latest SEC 13F filing — combined $65.1M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Mason Hawkins | Southeastern Asset Management, Inc. | 250,666 | $26.5M | 1.31% | 2026-03-31 |
| 2 | Ray Dalio | Bridgewater Associates LP | 210,232 | $22.3M | 0.10% | 2026-03-31 |
| 3 | Daniel Loeb | Third Point LLC | 130,509 | $13.8M | 0.66% | 2026-03-31 |
| 4 | Lee Ainslie | Maverick Capital Ltd | 22,474 | $2.5M | 0.03% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold SN. The largest disclosed position is Mason Hawkins at $26.5M (1.3% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying SN, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
